Sales Associate, Alternative Investments, Intralinks

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Responsibilities

• Conduct business development-related tasks including identifying fund companies and individuals as relevant potential customers, as well as cold prospect outreach
• Help planning and implementing client events and meetings
• Help tracking relevant industry headlines and news in the alternative investment community to help identity new business opportunities
• Regular invoice and payment tracking, handling billing issues with clients and internal finance team
• Running, collating and de-duplicating contact lists from internal CRM system & third-party directory databases
• Maintaining most updated client records in internal CRM system
• Collections – liaising with internal accounts receivables team and clients on open/overdue invoices
• Sending service extension reminders and usage updates to clients
• Help preparing product decks, proposals and contracts utilizing internal systems

• Liaise with both clients and internal legal team to facilitate during the contract drafting process
• Translate client-facing materials from English to simplified Chinese
• Interacting with contacts and information of sensitive, complex, and sometimes confidential nature both inside and outside of the company, requiring exceptional judgment and discretion

Basic Qualifications

• Bachelors’ degree or equivalent qualification required
• Minimum 3 years of strong business administration, marketing coordination and research experience; sales experience in financial sector preferred
• Familiar with up-to-date prospecting and research tools and techniques
• Basic understanding on social selling techniques, e.g. ability to demonstrate effective communications on LinkedIn and WeChat
• Ability to multi-task, prioritize, remain organized while achieving tight deadlines
• Excellent knowledge of MS Office (Word, Excel & PowerPoint)
• Good levels of responsiveness and customer awareness
• Good personal organization and discipline with good follow through
• Knowledge of general office practice and business etiquette
• Experience in a professional sales environment preferred
• Good judgment, able to handle confidential information
• IT and internet savvy
• Professional competency in English, Mandarin and Cantonese

Desired Competencies

• Being a polished professional
• Consistently improving his/her skills
• Outstanding presentation skills
• Devoted to not only individual success, but more importantly to team success
• Excellent communication and interpersonal skills
• Advanced knowledge in MS Office (Word, Excel & PowerPoint)
• Customer-oriented
• Self-motivated and goal-oriented
• A true team player

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.